HARVEST GROUP WEALTH MANAGEMENT, LLC - ISHARES TR ownership

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ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 60 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership

HARVEST GROUP WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
	Value		Shares		Weighting
Q1 2023	$510,699	-15.4%	11,510	-17.6%	0.32%	-19.9%
Q4 2022	$603,654	+2.3%	13,967	+1.0%	0.40%	+0.8%
Q3 2022	$590,000	-9.1%	13,822	-1.8%	0.39%	-1.8%
Q2 2022	$649,000	-5.5%	14,075	-0.5%	0.40%	+2.3%
Q1 2022	$687,000	–	14,148	–	0.39%	–
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Other shareholders

ISHARES TR shareholders Q1 2023
Name	Shares	Value	Weighting ↓
Financial Network Wealth Management LLC	67,555	$2,997,415	1.48%
VERUS CAPITAL PARTNERS, LLC	49,658	$2,203,319	0.34%
Mandatum Life Insurance Co Ltd	24,580	$1,090,615	0.32%
HARVEST GROUP WEALTH MANAGEMENT, LLC	11,510	$510,699	0.32%
Walkner Condon Financial Advisors LLC	25,110	$1,111,743	0.31%
Topel & Distasi Wealth Management, LLC	9,574	$424,798	0.22%
SigFig Wealth Management, LLC	67,646	$3,001,429	0.16%
Curtis Advisory Group, LLC	8,689	$385,531	0.14%
Summit Wealth Group, LLC	153,742	$3	0.07%
Milestone Investment Advisors LLC	4,820	$213,864	0.07%

View complete list of ISHARES TR shareholders